Project & Portfolio Management - Templates & Policies

PPM Suite Functional Requirements Document Template

Use this template to record project-related and resource management functional requirements for the new PPM suite. This template also records where key PPM data is...

PPM Suite Deployment Timeline Template

Use this template to outline the high-level timeline and major milestones for the preparation, deployment, and post-deployment stages. Establishing a long-term view will...

PPM Suite Deployment Communication Plan Template

Use this template to record your communication plan for the deployment period.

PPM Suite Transition Plan Template

Use this template to record how to transition from existing PPM processes and solutions to the new PPM solution and any new processes needed to support it.

PPM Suite Training Plan Template

Use this template to record how you plan to train users during the deployment and post-deployment phases of your PPM suite. This template allows you to identify existing...

Requirements Gathering SOP

Use this template to define procedures for how requirements should be gathered at your organization.

PMO Course of Action Stakeholder Interview Guide

Use this template to gather insight into stakeholders relationship with, and expectations for, your PMO.

PMO Strategic Expectations Glossary

Use this template as a glossary of strategic terms and actions to help translate raw stakeholder process and service requirements into a strategic course of action...

PMO Mandate and Strategy Roadmap Template

Use this template to communicate your PMO's course of action to stakeholders and senior executives with the goal of demonstrating value and achieving buy-in.

PMO Director Peer Feedback Evaluation Template

Use this template towards the end of your first 100 days as PMO Director to help elicit stakeholder feedback concerning your leadership thus far.
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